RHRX β€” RH TACTICAL ROTATION ETF

Ownership history in Avior Wealth Management, LLC  Β·  17 quarters on record

AI Ownership Summary

Avior Wealth Management, LLC reported RH TACTICAL ROTATION ETF (RHRX) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2023 Q3. The latest visible filing shows RHRX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RHRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avior Wealth Management, LLC's position in RH TACTICAL ROTATION ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RHRX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avior Wealth Management, LLC held RHRX β€” position size vs. price
% of Fund (quarterly)    RHRX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 31,904 β€” 0% 0.02% $587K 2026-02-14 (Est.) $19.41
2025 Q3 UNCHANGED 31,904 β€” 0% 0.02% $582K 2025-11-14 $18.01
2025 Q2 UNCHANGED 31,904 β€” 0% 0.02% $532K 2025-07-17 $16.78
2025 Q1 UNCHANGED 31,904 β€” 0% 0.02% $471K 2025-04-21 $13.60
2024 Q4 UNCHANGED 31,904 β€” 0% 0.02% $503K 2025-01-17 $16.29
2024 Q3 UNCHANGED 31,904 β€” 0% 0.02% $502K 2024-11-08 $16.28
2024 Q2 UNCHANGED 31,904 β€” 0% 0.02% $501K 2024-08-13 $14.79
2024 Q1 UNCHANGED 31,904 β€” 0% 0.02% $465K 2024-04-30 $13.88
2023 Q4 UNCHANGED 31,904 β€” 0% 0.02% $412K 2024-01-30 $13.50
2023 Q3 UNCHANGED 31,904 β€” 0% 0.03% $387K 2023-10-17 $12.24
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Avior Wealth Management, LLC and RHRX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avior Wealth Management, LLC reported owning RHRX?

Avior Wealth Management, LLC reported RHRX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported RHRX position in Avior Wealth Management, LLC's portfolio?

The largest reported portfolio weight for RHRX was 0.03% in 2023 Q3.

What is the latest reported RHRX position on this page?

The most recent filing on this page is 2025 Q4, when Avior Wealth Management, LLC reported 31,904 shares, equal to 0.02% of portfolio, with an estimated market value of $587K.

What does the chart on this RHRX ownership page compare?

The chart compares Avior Wealth Management, LLC's quarterly RHRX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Avior Wealth Management, LLC Holdings